When you hire us to handle your estate planning, we will gather as much information as we can about your estate planning goals, as well as your current financial situation. Once we understand your objectives, we will carefully explain the different strategies to you, including the use of wills and trusts, the re-titling of property, and the use of lifetime gifts. Once you have determined which approach is in your best interests, we will prepare and review all documents necessary to put your plan in place, including:Simple wills
- We will help you prepare and execute the necessary documentation to identify the disposition of your real and personal property, as well as investments.Trusts
- set up a trust so that you can avoid the time and expense of having your estate go through the probate process. We can prepare living or testamentary trusts, revocable or irrevocable trusts, and special needs trusts.Powers of attorney
- We can help you implement the necessary measures to designate someone to act on your behalf in the event or your inability to do so. We can prepare a general or limited power of attorney.Living wills or advance medical directives
- We will help you identify a person to make medical decisions on your behalf or put directives in place that specify whether certain procedures will be used to keep you alive.
Other specialty areas include: